I would like to send an email blast to all of our clients from last year in Proseries, our we able to?

Forum|Forum|6 years ago
December 7, 2019
7 replies
30 views

We have been using Proseries for years and know there are many features that we have not used. I was wondering if there is a way to send a email blast to all of our clients from last season, is there a way? If not is there a way to send portions? If not how about exporting the client list including the emails and then I would be able to extract the email list and then create a email blast?

If any help that would be great, thank you in advance..

Lancelot

ProSeries Professional

This topic has been closed for replies.

Best answer by AshleyatIntuit

Yes, one way to do this is from your Homebase view, Click the homebase menu at the top of your screen and from that dropdown select Export Contacts which will export to a CSV file.

AshleyatIntuit Answer

Level 9

Yes, one way to do this is from your Homebase view, Click the homebase menu at the top of your screen and from that dropdown select Export Contacts which will export to a CSV file.

AshleyatIntuit

Level 9

J

jpkramer1

Level 2

Hi All,

I have a client who bought several condo units and combined them to make one big home. It is their primary residence. They decided to divide one lot and sell it. They meet all criteria for home sale gain exclusion, but can they take it in this case? They used the lot as part of their primary residence, but they will remain at the same (now smaller) address. Do we think they can exclude the gain?

Thanks!

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